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Top Resources for RevOps & Operations Hub

  • Need Help Migrating Google Sheets Onboarding Workflow to HubSpot

    • Hi HubSpot Community, Currently managing our onboarding workflow through Google Sheets, tracking: - MRR Backlog - Installation dates - Project status - Customer onboarding progress Looking to migrate everything into HubSpot for better automation and accuracy. Questions: 1. What's the best way to structure this in HubSpot? 2. What's the recommended migration approach? ...read more

  • Looking for Operations hub implementation best practices!

    • Dear Operations Hub expert. My organization is planning to add operation hub starter, we are already using marketing hub. I am curious to know if you can guide me about some best practices to implement ops Hub from scratch and how can we utilise it efficiently. ...read more

  • Associate Contact to Course Object through workflow

    • Hey community, I spent some good hours to set the new Course object but when I create the workflow to associate the contacts to course, I saw that this is not available through the "Create association" action. I tried assoc8 app but the new standard objects were not available. I can't do this through Custom object as we are not in the enterprise plan. Is there any other way to do this? ...read more

  • Looking to understand Outreach vs Hubspot experiences

    • Hey, has anyone moved from Outreach to Hubspot Sequences (+ other related tools) or the other way around? Looking to understand what was the feedback from the folks using the tools and what kind of an impact did it have within your organisation. ...read more

  • Integrating Product Activity Data with HubSpot: Best Practices and Solutions

    • What’s the best way to connect my customers’ activity within my product to HubSpot? Currently, we’re tracking activity in PostHog, but I’d like to send data such as logins and other events to HubSpot as well. Could you also clarify which HubSpot subscription level (e.g., Operations Hub Enterprise, Pro) would be necessary for this integration? Thank you! ...read more

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maggiebutler on September 14, 2020
Welcome to the OpsLife community! Introduce yourself here 💬
OpsLife is HubSpot's newest community for Operations professionals. Whether you're in Marketing Ops, Sales Ops, Customer Success Ops, RevOps, or another type of Ops role -- we're here to provide a home for the content, education, and resources you n read more
Reply Discussion
19 upvotes
141 Replies
Devinputra
Member
November 23, 2024
Hi all, i am a business development that start implement RevOps Process in my current company.
DianaGomez on May 10, 2024
Welcome to the Clearbit board
Hey Community! We are excited to announce the launch of the new Clearbit forum in our community. This is a space where you can ask support questions, share best practices and tips, and learn from other customers. What is Clearbit b read more
Reply Discussion Data
9 upvotes
2 Replies
mannyestevez
HubSpot Employee
June 10, 2024
Hi Tayo, Great question here, and our apologies for not getting to it any sooner. The Clearbit Platform has a ton of free features and ...read more
HighPerformer on January 16, 2025
Need Help Migrating Google Sheets Onboarding Workflow to HubSpot
Hi HubSpot Community, Currently managing our onboarding workflow through Google Sheets, tracking: - MRR Backlog - Installation dates - Project status - Customer onboarding progress Looking to migrate everything read more
Reply Discussion RevOps
0 upvote
1 Reply
DianaGomez
Community Manager
January 17, 2025
Hi @HighPerformer , Thanks for reaching out to the Community! Just to confirm, are you looking to import the data you have in Google...read more
HSpaulding on January 16, 2025
Updating a Dropdown List from one Object to Another
Hello! I have created four cloned dropdown multi-select checkboxes in Companies, Contacts, Deals, and Leads. I would like to be able to update one object's list when new values are needed and have a custom code to grab that list and update the read more
Reply Discussion Custom Code Actions
0 upvote
2 Replies
HFisher7
Guide | Elite Partner
January 17, 2025
@HSpaulding - Two options here. 1. Have the property as a dropdown on one object only and as a sync property on the other three, the sync properti...read more
NirbhayT on January 16, 2025
Looking for Operations hub implementation best practices!
Dear Operations Hub expert. My organization is planning to add operation hub starter, we are already using marketing hub. I am curious to know if you can guide me about some best practices to implement ops Hub from scratch and how can we utilise read more
Reply Discussion Resource
0 upvote
1 Reply
kennedyp
Community Manager
January 16, 2025
Hi @NirbhayT ! Welcome to the Community-- happy to have you here 😊 I am glad you are planning to utilize the tools in Operations Hub! ...read more
LULUDEDE on January 15, 2025
Workflow: properties unsupported?
I'm trying to set up a workflow that will generate a renewal deal once a new business deal is set to closed won. I have some guides on how to do this and the guides recommend to 'choose a property' but they're listed as 'unsupported'. I can't find i read more
Reply Discussion RevOps
0 upvote
2 Replies
Jigar_Thakker
Key Advisor | Diamond Partner
January 15, 2025
Hi @LULUDEDE , From the screenshot shared above, it looks like the properties are system properties that cannot be modified by workflows. Alt...read more
Solved
Lamont1 on January 14, 2025
How to create a is deal active field
How can I build a calculated property under the deals object in HubSpot that automatically marks a deal as “Active” or “Not Active” based on whether it’s “Closed Won” and falls between subscription start date and end date. I created two properties o read more
Reply Discussion Automation
0 upvote
3 Replies
karstenkoehler
Hall of Famer | Partner
January 14, 2025
@Lamont1 unfortunately, I don't. But I'm happy to answer any follow-up questions here.
tlynncook on January 14, 2025
Calculated properties & out-of-box HS properties value override
I would like the ability to allow for certain users to be able to override a value within a calculated property. For example, example, we may have a calculated property to automatically calculate a subscription end date for a contract so that reps d read more
Reply Discussion Resource
0 upvote
2 Replies
tlynncook
Contributor
January 14, 2025
Strange, I was in the ideas section when I created the post. Will try again, thanks for flagging.
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